What is "Tailor Made" Structured Investment Plan?
Are you no longer satisfied with the popular financial planning in the market of your wealth planning and financial needs? Are you looking for a unique and customized investment scheme that truly understand and suit you? ANZ Signature Priority Banking "Tailor Made" Structured Investment Plan will definitely be your navigator in this point. The minimum investment amount is at USD 500,000 or equivalent.
Characteristics and advantages of "Tailor Made" Structured Investment Plan
- Flexible tenor
Set up your investment tenor based on your wealth planning and the use of funds, generally vary from 6 months to 5 years. It will be valued immediately once the investment planning is confirmed.
- Stabilized yield
100% principal amount guaranteed; the actual yield depends on the performance of underlying;
- Multiple currencies
Includes CNY, USD, AUD, NZD, etc.;
- Diversified structures
Diversified structures for you to select; flexible and convenient;
- Various underlying
The underlying can be FX, commodity and other multi-underlying assets, etc.;
How to apply?
Step 1: Please contact your Relationship Manager and we will look into your current financial status and risk preference.
Step 2: We will look into your current financial status and risk preference to customize you the most suitable structured investment product.
Step 3: Signing related Investment Agreement and Product Terms Catalogue* with the Bank.
* The related investment agreement and product catalogue include but not limited to ANZ (China) Structured Investment Agreement, General Risk Disclosure Statement, Product Terms Catalogue, and Product Subscription Form.
Note: This document has Chinese and English version. In the event of any discrepancy between the Chinese and English version, the Chinese version shall prevail.
This document does not cover the completed description of the related products. Therefore before making subscription decision or holding the product, you should read the general risk disclosure section in the Structured Investment Agreement, Product Terms Catalogue and other disclosure statement of the related product. The materials in this document did not take your personal needs and financial status into account. ANZ (China) strongly recommend you to evaluate whether the product meets your personal goals, financial status and needs. ANZ (China) suggests: before subscribing the product, you should seek independent financial and tax advice.
The information and views in this document is considered to be achieved from reliable source. However, ANZ (China) and its officers, employees and agents do not give guarantee to any completeness and accuracy of the information. The information in this document may change at any time and may no longer be accurate. Please contact your Relationship Manager in ANZ (China) to verify the timeliness of the information. Unless otherwise provided by law, due to any losses or damage caused by the information in this document, ANZ (China) and its officers, employees and agents shall not undertake any responsibility (includes negligence caused responsibility).
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